Richard C. Wolfe
Dick Wolfe whose primary responsibility is for investment research and marketing. He holds a BBA from Case Western Reserve University and an MBA in finance from Fairleigh Dickinson University. He has been a CERTIFIED FINANCIAL PLANNER™ Professional since 1993, and has been managing investment assets for clients since 1992.
He began his career in finance with Standard & Poors in 1975 taking a revolutionary computer generated research service to the top institutional money managers in the country i.e. Peter Lynch and John Bogle. In the ensuing years he was at the forefront of the development of academic and institutional investment research techniques including Exchange Traded Funds.
Douglas Wolfe heads Portfolio Management and Trading Operations at SRCM. He received his BS in finance from Pennsylvania State University. He worked for 4 years as an equity and fixed income trader at Asiel & Co., in risk arbitrate and convertible arbitrage; then for 10 years, he was an equities trader at Salomon Smith Barney. He holds a Series 7 and 65 designation.